Key Financial Inc’s Alexandria Real Estate Equities ARE Stock Holding History

Key Financial Inc’s Portfolio ARE Stock Details ARE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$159	Hold	3	–	–	﹤0.01%	1311
2026 Q1	$139	Hold	3	–	–	﹤0.01%	1352
2025 Q4	$147	Hold	3	–	–	﹤0.01%	1394
2025 Q3	$250	Sell	3 -4	-57%	-$320	﹤0.01%	1392
2025 Q2	$508	Hold	7	–	–	﹤0.01%	1326
2025 Q1	$648	Hold	7	–	–	﹤0.01%	1262
2024 Q4	$683	Hold	7	–	–	﹤0.01%	1260
2024 Q3	$831	Buy	7 +4	+133%	+$477	﹤0.01%	1216
2024 Q2	$351	Buy	+3	New	+$358	﹤0.01%	1277

Other funds holding ARE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Key Financial Inc's ARE Position: Q2 2026 in Review

Key Financial Inc held its Alexandria Real Estate Equities (ARE) position steady in Q2 2026 at 3 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Key Financial Inc first reported a position in ARE in Q2 2024 and has held it in 9 quarters since. The position peaked at $831 in Q3 2024. 598 funds tracked by Wall St. Rank hold ARE as of Q2 2026.

Key Financial Inc held 3 shares of Alexandria Real Estate Equities worth $159 as of Q2 2026.
Key Financial Inc left its Alexandria Real Estate Equities share count unchanged in Q2 2026.
Alexandria Real Estate Equities made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1311 holding.
Key Financial Inc first reported a position in Alexandria Real Estate Equities in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's Alexandria Real Estate Equities position peaked at $831 in Q3 2024.
598 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.